Free Retirement Analysis

OBTAIN A FREE RETIREMENT ANALYSIS

 

Are You Retirement Ready?

What are the answers to the following questions?:

1. Will I outlive my money or will my money outlive me?
2. If I live to be 100, will I have enough money?
3. How long would my money last if I were to stop working today?
4. If I have a retirement shortfall, what can be done about it?

 

Find out the answers to these questions and more by obtaining a free retirement analysis from Legend Financial Advisors, Inc.^®

 

Learn "How to Maximize Your Retirement Readiness", please call (412) 635-9210 to schedule a meeting to obtain a free retirement analysis.

 

Specifically, the free retirement income analysis will include the following:

1. A basic retirement income analysis (one time single projection)
   1. Review a personal annual withdrawal rate based on actual cash flow needs
2. A basic net worth statement
   1. That summarizes assets and liabilities
3. A basic social security projection (for one of the following)
   1. Age 62
   2. Your full retirement age according to the social security administration
   3. Age 70
4. Have a discussion of ira rollover options
5. Have a big picture discussion of investment allocation needed to address long-term retirement cash flow goals.

 

Please Call Legend to Obtain a Free Retirement Analysis
at (412) 635-9210.